Evooq is a Swiss-based provider of wealth management technology solutions that aims to empower wealth managers to offer personalized investment advice at scale.
Its comprehensive solutions automate all manual tasks and encompass the entire wealth management process, from client profiling to proposal generation.
Additionally, through its sister company, Edgelab, Evooq integrates the best-in-class risk analytics and portfolio construction engine into its platform to provide users with important information at their fingertips.
This significantly reduces the tools a wealth manager needs to do their job, freeing up time to focus on what’s essential for them - client relationship building.
Evooq is trusted by some of the world’s largest banks, along with wealth management companies and pension funds across Europe and Asia.
The latest events from Evooq
VIETNAM WEALTH MANAGEMENT FORUM 2023 We are delighted to report that Hubbis will be hosting the next annual Vietnam Wealth Management event in Ho Chi Minh on Wednesday November 8 for the Wealth Management Community. The event will feature our full-day format to deliver the most comprehensive, efficient and engaging agenda, discussio...